Skip to content
Disclosery

Advisors Asset Management, Inc.: BA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on BA, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 30,457 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,457 shares
    Change vs previous 13F +2,527 shares

    0.1% of the 13F portfolio, value $6,593,027.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,930 shares
    Change vs previous 13F +4,042 shares

    0.09% of the 13F portfolio, value $5,558,908.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 23,888 shares
    Change vs previous 13F +5,982 shares

    0.09% of the 13F portfolio, value $5,186,563.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 17,906 shares
    Change vs previous 13F +3,684 shares

    0.07% of the 13F portfolio, value $3,864,652.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 14,222 shares
    Change vs previous 13F -53 shares

    0.05% of the 13F portfolio, value $2,979,936.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 14,275 shares
    Change vs previous 13F +101 shares

    0.05% of the 13F portfolio, value $2,434,601.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 14,174 shares
    Change vs previous 13F -2,563 shares

    0.05% of the 13F portfolio, value $2,508,798.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 16,737 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,544,693.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).